The Real Geeks Onboarding Portal will be shared with all new clients starting Thursday, November 17, 2022:
- In welcome email immediately after sign up
- Before/after onboarding KOC
- After onboarding Go Live call
If you have any questions, concerns, or feedback, please ping Des Paulson (@desk).
Starting Thursday, November 17, 2022 the following links can be shared with clients under 90 days old who need help with their onboarding process.
If a client is has been with us longer than 90 days and requires help with the items below, please ping Margarita (@Margarita Wallace).
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+ Description+ Who to Share WithHome Page
"Splash" page with navigation CTAs
Shared with all new clients immediately after sign-up in welcome email starting 11/17/22
Can share with any client under 90 days old
System Summary
>3 min videos illustrating how the Real Geeks system works
onboarding.realgeeks.com/system-summary/
Can share with any client under 90 days old
Onboarding Overview
List and calendar views of the general onboarding process
onboarding.realgeeks.com/onboarding-overview/
Can share with any client under 90 days old
Next Steps
Landing pages with detailed list and calendar view of client's next steps with the platform
onboarding.realgeeks.com/next-steps/
Next steps page(s) are only shared by onboarding team
The onboarding team may reference this page or corresponding call macros for more info on sharing next steps pages
Onboarding Resources
RG 101 training, Product Walkthroughs, support docs, FB Mastermind, and ROI videos
onboarding.realgeeks.com/resources/
Can share with any client under 90 days old
Website Resources
Website specific RG 101 training, Walkthroughs, and doc links
onboarding.realgeeks.com/resources/website/
Can share with any client under 90 days old
CRM Resources
CRM specific RG 101 training, Walkthroughs, and doc links
onboarding.realgeeks.com/resources/crm
Can share with any client under 90 days old
RG 101 Training
Task-based training–help completing a few important setup tasks via group Zoom call
onboarding.realgeeks.com/real-geeks-101/
Can share with any client under 90 days old
Product Walkthroughs
In-depth overview of platform tools and features
onboarding.realgeeks.com/walkthroughs/
Can share with any client regardless of time with RG
Drive Traffic & Generate Leads
Next steps for clients who have launched their website but still need to get their CRM set up to start seeing value
onboarding.realgeeks.com/next-steps/live/
Can share with any client under 90 days old
Great resource for clients who express feeling "stuck"
Share with those that don't feel they're getting a return on RG–and still have tools that need to be set up
ROI Resources
Our most viewed Greg & Abe coaching videos covering best practices with RG
Also includes link to RG Blog with all coaching content
Can share with any client under 90 days old
Great resource for clients who express feeling "stuck"
Share with those that don't feel they're getting a return on RG–but have CRM and Drip set up